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Product update
Improvement

Improved Document Extraction

Taylor avatar
Shared by Taylor • January 19, 2026

We've made a number of improvements to our document extractor:

  1. Reliably handles multiple documents (up to ~15 documents)*
  2. Choose whether to extract now or later.
  3. Choose whether to include the document extractor in the client onboarding form.

*Exact number of documents will depend on the length and complexity of the documents. Standard documents like investment statements and bank accounts should be handled fine. Longer or less clear documents like estate plans, chat transcripts, certain policy documents, etc. may require you to extract in smaller batches.